Top Results1133 results
Resurgence of GameFi: Update #3
...moment of regret (again) after the sale concluded and they were acknowledged by the Base ecosystem page...
5 Min
Gaming
May 2025
Bounce? - Market Update 3/17/2025
...complicating US debt refinancing situation Equity Markets S&P 500 and Nasdaq showing a decent bounce (3-...
3 Min
Macro & Markets
Mar 2025
Way Down We Go? - Market Update 3/31/2025
...resistance as predicted Momentum metrics show conflicting signals (daily timeframe positive, weekly/3-...
2 Min
Macro & Markets
Mar 2025
BTC Coming Home? - Market Update 3/24/2025
Daily timeframe showing bullish signals, contradicting bearish higher timeframes Anticipating “1-2-3”...for allocation Technical Outlook Multiple timeframe analysis shows conflicting signals: Weekly and 3-...
3 Min
Macro & Markets
Mar 2025
Better Now? -Market Update 3/2/2025
As promised – a follow up market update video given last week’s sell off coupled with the recent Trump announcement regarding the Crypto Reserve. If you have any questions, please comment below or m...
1 Min
Macro & Markets
Mar 2025
Is It Time To Say Goodbye? - Market Update 3/10/2025
As promised – yet another market update video given the continued carnage across risk asset markets. Summary The market continues to experience a broad selloff across both tradFi and crypto assets....
3 Min
Macro & Markets
Mar 2025
Thoughts on Web3 Gaming
Long-Term Stability Projects like Axie Infinity and Pixels achieved significant early scale by distributing...Meanwhile, Axie has lost close to 90% of their userbase (2.7M MAU -> 350k DAU) with revenue dropping...significantly from its $1.3B peak in 2021. 3 .
6 Min
Gaming
May 2025
Diving into Nous Research's DeepHermes-3 Preview Model
In with the New, (not) Out with the Old DeepHermes-3 Preview builds upon Hermes 3’s function-calling...This feature is not present in Hermes 3, which primarily functioned as an instruct-tuned model without...Retains and Expands Hermes 3’s Function Calling System DeepHermes-3 retains Hermes 3’s function-calling...
6 Min
Artificial Intelligence
Feb 2025
Mid Year Gaming Review
...community, they managed to grab significant mind share towards the end of 2023 and raised over $40M 3...Axie pioneered this past cycle, and now our eyes turn toward potential candidates who may lead the charge...Teams like Infinigods, Pixion, Endless Clouds, and Matr1x are looking to follow in the footsteps of Axie...
18 Min
Gaming
Sep 2024
MON Protocol - Primed for IP Expansion
...be confirmed), all in-game payments would unlock discounts when using the token on an external web page...In this context, the Conversion Rate (CR) measures the ratio of users who land on the Playstore page...
16 Min
Gaming
Apr 2025
An Ode To Bitcoin
10 largest crypto assets (Dec. 2018) In other words, we thought it was the perfect time to drop a 60-page...BTC’s total market value is only 3% of total US public equity market cap (1.5% of global), 5% of total...
12 Min
Other
Dec 2024
Programmable Asset Ledgers Will Eat The World
As long as an asset has a CUSIP everyone is able to operate on the same page....global interoperability across these clearing houses is nonetheless suboptimal (settlement is often t+3)...nature as open asset ledgers, blockchains could reduce the settlement of international trades from T+3...
25 Min
DeFi
Mar 2025
The Case for $GUN
In the 4 years since Axie Infinity sparked a gaming hype cycle drawing in over $4B of investment, few...technology’s advantages by delivering a more compelling experience—one that can convert more of the 3...Gunzilla released Off The Grid with an explosive streamer campaign driving it firmly onto the front page...
12 Min
Gaming
Mar 2025
A Resurgence of GameFi?
Axie Infinity transformed what CryptoKitties and similar early iterations had conceptualized in the years...After Axie, the market diverged into two distinct paths: Web2.5 Games: Projects explicitly attempting...As meme coins become increasingly saturated (approximately $3-6B going to infra providers like pumpfun...
8 Min
Gaming
Feb 2025
ZKsync & The Elastic Network Endgame
This final step includes an intentional delay of 3 hours. This delay acts as a safety measure....transaction fees, leverage a fully interoperable account system, and create a network of app-specific Infinity...committing the batch to the L1,  2) submitting the batch to the L1 after generating the ZK proof, and 3)...Currently in phase 3, live proving is being tested.
39 Min
Infrastructure
Jan 2025
Yapster: Sleeping Giant of the Internet Capital Markets Meta?
Coingecko has released a Believeapp ecosystem page, and the insightful ICM explainer from @ahboyash offers...$YAPSTER has no real utility or value accrual, but it is the pinned tweet on the Yapster page, suggesting...
5 Min
DeFi
May 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
Helios’s key asset is its 800MW(3) approved power contract with the Texas utility operator, ERCOT....CoreWeave will pay $720MM (4) per year (with a 3% annual escalator) in rent to Galaxy plus all related...of capacity to CoreWeave in H1-26 (Phase I), followed by 400MW(3) in 2027 (Phase II)....(3) of approved gross IT capacity, and an additional 1.7GW under load study.
32 Min
Macro & Markets
Jun 2025
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
...has always been centralization concerns, but even now Tron is seeing fees get quite high in the $1-3...Last year, stablecoins facilitated over ~$5 trillion in adjusted transaction volume, over 1/3 the volume...
28 Min
Infrastructure
Jun 2025
Jeffrey "Jiho" Zirlin: Ronin Goes Permissionless
Today, I am delighted to have Jiho on the show, uh, of Sky Mavis, developers of Axie Infinity, very much...So the story of Ronin really starts with Axie Infinity. And so Axie....So within six or nine months of deploying, um, Axie onto Ronin, Axie went from 19, 000 DAU to 2. 8 million...
63 Min
Gaming
Feb 2025
Enter the Dream Machine
Moldy 3% 33 Joker, Kev, and Pipe. Super Rare 3% 33 RaceCar, Angel, Spirit, Dev, and Goldie....GOLD does have a very high FDV (in the trillions), and high emissions, so this could play similarly to AXIE...Once these are harvested, the trees will produce withered seeds, which will only yield 3 fruits (one...per 3 days).
21 Min
Gaming
Jun 2024